
Netflix Q3 2026: Shares Slide 6% on Ad Forecast Cut
Netflix shares fell about 6% after hours as Q3 2026 revenue growth slowed to 11.8%, Q4 guidance missed and the 2026 ad forecast was cut by $300 million.
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Netflix shares fell about 6% after hours as Q3 2026 revenue growth slowed to 11.8%, Q4 guidance missed and the 2026 ad forecast was cut by $300 million.

General Motors (GM) fell 6.8% after Q3 2026 results as narrowed profit guidance missed estimates, overshadowing a $20 billion buyback and higher cash flow.

Tanker attacks around Hormuz hit a wartime weekly high as Houthi strikes killed 3 at Riyadh airport and Iran ruled out talks, keeping Brent near $109.

Walmart's $120 annual bundle of Walmart+ and Sam's Club Plus adds Peacock or Paramount+ and is aimed squarely at Amazon Prime's $139 fee.

Capital One (COF) posted Q3 2026 net income of $3.5 billion, or $5.61 per share, and shares rose about 4% after hours as credit costs and expenses eased.

Intuitive Surgical shares fell 7% to 13% after hours on Oct. 20 as a $450 million antitrust settlement and planned da Vinci price cuts overshadowed a Q3 beat.

Super Micro raised its fiscal Q1 2027 revenue outlook to $18.5-19.5B, sending SMCI up as much as 14% after hours and lifting Dell and HPE on AI server demand.

SpaceX (SPCX) shares rose about 8% after hours as Q3 revenue climbed 161% to $14.58B and net income hit $4.4B, its first profitable quarter since listing.

Anthropic's IPO is slipping to mid-November, with a public filing due Oct. 26, as some investors press for a $1.5 trillion valuation, not $2 trillion.

Hasbro (HAS) shares jumped 11% after Q3 2026 results beat forecasts, with record Magic: The Gathering sales, a raised outlook and a doubled buyback target.

Northrop Grumman shares rose about 7% after a Q3 2026 profit beat, a raised EPS outlook of $29.35-$29.75 and a record $110 billion backlog. B-21 drove growth.

Qualcomm will cut jobs worldwide after its annual reviews, with notices starting in November, as handset demand softens and the chipmaker shifts toward AI data centers.

Eli Lilly (LLY) shares hit a record near $1,311 after Goldman raised its target to $1,413, a day after BofA, ahead of its Oct. 29 third-quarter report.

Elice fell 32% on its KOSDAQ debut, the worst for a Korean IPO above $100M, and the rout pulled CoreWeave and Nebius lower as AI stocks reassessed risk.

Gold slid to about $4,120 an ounce as Brent near $110 stoked inflation fears and rate-path doubts, while Bitcoin held near $81K, down $29K on the year.

Nvidia shares rose about 1.4% after Jensen Huang said AI chip orders still exceed supply, even as the stock trades at its cheapest valuation in seven years.

Industrial output rose 0.7% in September and manufacturing capacity use hit 75.9%, the highest since early 2024, lifting S&P 500 futures.

Intel shares rose about 2.4% to near $92 after JPMorgan upgraded the chipmaker to Neutral, as Mizuho and BNP Paribas lifted price targets on AI server demand.

Brent crude holds near $110 as Washington sends a third aircraft carrier to the Middle East, Hormuz traffic falls about 70% and Iran talks remain unscheduled.

Apple (AAPL) fell about 1% premarket on Oct. 20 after Loop Capital cut it to Hold, blaming weak iPhone demand for a roughly 13M-unit shipment cut.

3M issued Amazon a warrant for up to 3.16M shares at $164.89, vesting with $6B of data-center purchases, lifting MMM about 5.5% in overnight trading.

The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.

NextDC shares are halted while the ASX 200 data-centre operator updates the market on a power delay at its 225MW M3 Melbourne site and FY27 guidance risk.

National Australia Bank will cut up to 2,500 jobs, about 6% of staff, by mid-2027 and book an A$300 million restructuring charge as shares fell.

Chevron (CVX) and Exxon Mobil (XOM) hit 52-week highs as U.S. and Israeli threats against Iran lifted Brent to about $111, its highest since early May.

Goldman Sachs upgraded CoreWeave (CRWV) to Buy and the stock rose about 6% even as its bonds yield roughly 15%, putting AI stocks' debt model in focus.

GE Aerospace, RTX, GM and United Airlines report Q3 results Tuesday, opening a 70-company earnings week that tests tariff and oil-price pressure on margins.

Ukraine's record drone strike on St. Petersburg killed one person, as Washington's rift with Kyiv widens before a possible Russia-US-China summit in November.

The 10-year Treasury yield sits near 5.08% as the Fed meets Oct. 27-28, and futures price a 15% chance of a hike under Chair Warsh, who won't rule one out.

Meta and Tesla report after the bell Wednesday, with Meta's $130-145B capex guidance and a roughly 15% Tesla earnings decline testing the AI trade.